Services
Wealth Management Advisory
We help high net worth individual's families businesses & Institutions to achieve their financial goals by preserving, growing & managing their wealth by providing below services
We understand client need risks and goals. We prepare a road map to achieve his financial goal and minimizing the risk. We also review his financial portfolio regularly and advise him to align his assets allocation accordingly.
2. Equity Research & Wealth Portfolio Advisory :We have Equity Research desk focusing on the designing the portfolio (Equity) to HNI's after a well-researched exercise on large, mid & small cap companies. Our well proven research portfolio strategies enable investors to create a long term wealth.
The Portfolios are based on sectorial overview backed by fundamental research and linked to your risk profile. In addition we filter out companies on earnings quality, sector allocation quality of the management & liquidity parameters and choose almost debt free companies. We provide investment strategy based on data driven and analyzed and better outcomes through active allocation deeper diversification. Portfolio are shared on individual preference and risk taking and expected returns.
Start your mutual fund investments with us and we will provide you best in class service which will help you to achieve your goal. We understand client need, risks and goals. We also review clients portfolio regularly and allocate funds based on his requirements.
4. Fixed Income Investments:We can offer you steady stream of income with less risk than stocks. Below are the products we offer:
- Public Provident Fund (PPF)
- Bank Fixed Deposit (FD)
- Bonds
- Senior citizen savings scheme (SCSS)
- Post office monthly income scheme
- National savings certificate
We understand client need risks and goals. We prepare a road map to achieve his financial goal and minimizing the risk. We also review his financial portfolio regularly and advise him to align his assets allocation accordingly.
- Do not take custody of client's money this ensures security and safety of client wealth
- Do not take custody of the client's shares or units this removes capacity and temptation to trade on client holdings.
- Eliminate initiate to create brokerage or transaction fees. This ensures every move generates value to the client.
- Do not take money off the client portfolio via hidden cost/fee. Our model does not allow indirect fee.
- Do not constrain client with exit loads. This gives flexibility & control of their holdings.
- Do not impose lock in on client's funds. This gives flexibility to deploy wealth for client life needs